| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | ||
| 186.531.513 $ | +13.188.555 $ | 173.656.360 $ | +32.381.123 $ | 150.376.188 $ | +9.642.184 $ | 140.734.004 $ | +140.734.004 $ | ||
| BANK OF AMERICA CORP /DE/ | BAC | 143.359.035 $ | +9.579.074 $ | 133.779.961 $ | +28.805.972 $ | 104.973.989 $ | -2.882.212 $ | 107.856.201 $ | +107.856.201 $ |
| BlackRock, Inc. | BLK | 20.325.229 $ | +1.963.797 $ | 18.361.432 $ | +844.345 $ | 17.517.087 $ | +2.620.199 $ | 14.896.888 $ | +14.896.888 $ |
| ISHARES GOLD TRUST | IAU | 9.247.455 $ | +566.503 $ | 8.680.952 $ | +1.061.308 $ | 7.619.644 $ | -410.472 $ | 8.030.116 $ | +8.030.116 $ |
| MERCER GLOBAL ADVISORS INC /ADV | 8.852.561 $ | +8.852.561 $ | |||||||
| APPFOLIO INC | APPF | 2.137.368 $ | +248.263 $ | 1.889.105 $ | +284.056 $ | 1.605.049 $ | -147.339 $ | 1.752.388 $ | +1.752.388 $ |
| ALPHA PRO TECH LTD | APT | 1.797.344 $ | +443.566 $ | 1.353.778 $ | +554.046 $ | 799.732 $ | +147.460 $ | 652.272 $ | +652.272 $ |
| MICROSOFT CORP | MSFT | 1.520.018 $ | -81.483 $ | 1.601.501 $ | -34.978 $ | 1.636.479 $ | +440.111 $ | 1.196.368 $ | +1.196.368 $ |
| ELI LILLY & Co | LLY | 1.335.827 $ | +387.418 $ | 948.409 $ | -20.547 $ | 968.956 $ | -57.650 $ | 1.026.606 $ | +1.026.606 $ |
| MORGAN STANLEY | MS | 1.332.309 $ | +375.616 $ | 956.693 $ | +254.400 $ | 702.293 $ | +74.775 $ | 627.518 $ | +627.518 $ |
| BERKSHIRE HATHAWAY INC | BRK-B | 1.142.343 $ | +530 $ | 1.141.813 $ | +38.484 $ | 1.103.329 $ | -105.732 $ | 1.209.061 $ | +1.209.061 $ |
| JPMORGAN CHASE & CO | JPM | 780.417 $ | +11.399 $ | 769.018 $ | +37.865 $ | 731.153 $ | +134.338 $ | 596.815 $ | +596.815 $ |
| CINTAS CORP | CTAS | 651.851 $ | -59.580 $ | 711.431 $ | -61.036 $ | 772.467 $ | +60.100 $ | 712.367 $ | +712.367 $ |
| TYLER TECHNOLOGIES INC | TYL | 652.780 $ | -99.524 $ | 752.304 $ | +752.304 $ | ||||
| AMAZON COM INC | AMZN | 692.922 $ | -47.029 $ | 739.951 $ | +607 $ | 739.344 $ | +93.602 $ | 645.742 $ | +645.742 $ |
| NETFLIX INC | NFLX | 482.864 $ | -138.177 $ | 621.041 $ | -77.985 $ | 699.026 $ | +191.730 $ | 507.296 $ | +507.296 $ |
| MCKESSON CORP | MCK | 480.690 $ | +27.982 $ | 452.708 $ | +23.299 $ | 429.409 $ | +35.037 $ | 394.372 $ | +394.372 $ |
| CHIPOTLE MEXICAN GRILL INC | CMG | 313.402 $ | -135.630 $ | 449.032 $ | +47.503 $ | 401.529 $ | +401.529 $ | ||
| EXXON MOBIL CORP | XOM | 305.664 $ | +19.279 $ | 286.385 $ | +11.711 $ | 274.674 $ | +274.674 $ | ||
| NVIDIA CORP | NVDA | 287.397 $ | -9.079 $ | 296.476 $ | +42.902 $ | 253.574 $ | +25.109 $ | 228.465 $ | +228.465 $ |
| 1834 INVESTMENT ADVISORS CO | 248.390 $ | +248.390 $ | |||||||
| 186.531.513 $ | +13.188.555 $ | 173.656.360 $ | +32.381.123 $ | 150.376.188 $ | +9.642.184 $ | 140.734.004 $ | +140.734.004 $ | ||
Erweiterte Einstellungen
×